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Journey to an ESOP & Beyond

EP7 - Don’t Worry Be Happy - The Holistic ESOP Plan

Feb 23, 2024
45:51

On this episode I have been re-inspired by this great song to focus on why holistic planning your ESOP should minimize your worry of selling your stock during your journey to an ESOP.  As we go through the planning process, there simply are measures taken to balance all of the elements of your ESOP plan to provide a win-win-win…yes a triple win - one for the shareholder - one for the company and one for the employees…and even the key managers so that could be four wins.  Check out why this approach will help you to do what Bobby Mcferrin says “Don’t Worry - Be Happy!!!”

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